+104.7%
FLEX vs SYF
+5.5%
+99.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.6% | +6.0% | +5.1% |
| 7D | +7.0% | +2.6% | +4.4% | +5.7% |
| 30D | -5.8% | 0.0% | -5.8% | -5.8% |
| 3M | -24.2% | +11.9% | -36.1% | -27.9% |
| 6M | +90.8% | +18.9% | +71.9% | +78.2% |
| YTD | +89.2% | -4.6% | +93.8% | +84.8% |
| 1Y | +104.7% | +6.4% | +98.3% | +85.2% |
| All | +104.7% | +5.5% | +99.2% | +85.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SYF wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling